Blog

  • What history suggests about +3 to +4 degrees in sea level rise!

    Study of ancient caves in Europe show how high sea levels should rise when temps go up 3 or 4 degree C.
    You can figure about 20 to 60 feet (7 to 20 meters).
    A study published in Nature looks at what water levels might look like in a +3 world.
    The article is summed up in Phys.org…. Scientists discover evidence for past high-level sea rise.
    Of course, you can always model the global warming on earth to see where we land with +2 or more degrees.
    A scary study just out finds that ice sheets are melting from below at between 10 and 200 times faster than originally expected!

  • Sustainable Supply Chains: 75 including Ryder

    Here are 75 supply chain companies as compiled by Inbound Logistics that have significant commitment to efficiency and sustainability in their companies and in the supply chain. Shipping companies include major shipping companies: packaging (FedEx, DHL, UPS), cargo and trucking companies.

    Ryder Logistics has been honored with this distinction for 11 consecutive years. See here in business wire. Wow.

    Some of the Ryder efficiencies include EV and Fuel cell solutions for (client) trucks.  But a critical first step in shipping is the efficiency of routing and shipping. If a “better” route can reduce the truck and driver time by 10%, the savings are huge. Provide that savings to thousands of client fleets, and Ryder really makes a difference.

    Financially, doesn’t Ryder (R) stock seem rather cheap, even after a big run up to $59 this week. Forward PE is 9, PEG 0.63, Dividend Yield is almost 4%. The company has orders/contracts for years, even decades.  I guess that’s the impact of a little trade warring and economy slowing? Uncertainty can really whack out those companies in the middle of everything — especially shipping and logistics companies.

    Glad to have been associated with Ryder in the past.

  • FinTech unicorns are taking out some BIG bank Donkeys

    Here’s a great InfoGraphic about the FinTech market and the unicorns ($2B startups) that are hanging out, and disrupting, in the Financial space.
    Natania K brought it up on LinkedIn:

    Our Global Startup Heat Map showcases 4 top asset management solutions, ready to impact the energy industry: http://bit.ly/2L2FlfE

    I love this “Innovation Map” and the unicorns are proof positive that the addressable market of some of the slices of new Fin Services are addressable and viable (now or soon). So the trillion dollar question is: what does the brick and mortar (BnM) have in store. BnM are looking in the rear-view mirror, and they have low visibility of the future. The reason that they have low visibility, is because — after a couple hundred years of doing business in the office — it is hard to change the stripes on a donkey.

    But the changes they are a come’n, and the storefronts will be a closing.
    FinTech unicorns are going to be taking out some BIG bank Donkeys that are hanging out on every major business corner.
    What do you think, what FinTech services are most disruptive?
  • Processed Foods will Kill ya

    There’s a great study out related to letting people eat processed foods, as much as they want, verses giving people healthy food… as much as they want.
    Personally, I wonder if the salt alone is not part of the problem.
    Those people who eat processed foods for the required 15 days, eat more and gained more weight.
    This seemed like an exceptionally well designed study. One group did the 15 days healthy first, then junk-y food; the other group did the opposite.
    NPR did a great go at the results of this study that was published in Cell magazine.
    Looks like very good controls were used.
    When on the ultra-processed foods diet, subjects eat more and eat more quickly. Really. The researchers thought that they might eat more rapidly because the processed foods required less chewing. All health and body weight markers sent along with the over-eating.
    The supplement shows the menus each day for the ultra-processed foods and for the non-processed foods. Check out the pictures of 7-days of food each. Really interesting is the snacks in each case. Lay’s potato chips, Planter’s peanuts, Keebler’s cheese ‘n peanut butter crackers, etc. vs apples, almonds, etc.
    As always in diet, the question is about organic vs. non-organic. First glance did not indicate organic on the healthy side?

  • Democratization of Power

    SustainZine (SustainZine.com) blogged about a rather cool idea on the decentralization of power (here). The idea in Nature Communications is to have buildings everywhere use their renewable power sources to generate a biofuel of some type. And the authors had the Heating Ventilation and Air Conditioning (HVAC) unit extract CO2 from the atmosphere to generate the fuel. Some of the technologies they pointed to were new-er technologies that are now (hopefully) making their way into main-stream. (Read the nice summary article in Scientific American by Richard Conniff.)

    Basically, everyone everywhere can now produce their own power at rates that are a fraction of lifelong utility power. Storage is now the big bottle neck to completely avoiding the grid. The distributed power should only be a big plus to the overall power grid; however, the existing power monopolies are still resisting and blocking. So complete self-containment is not only a necessity for remote (isolated) power needs, but a requirement in order to break away from the power monopolies.

    In the US, there is the 30% Renewable Investment Tax Credit which makes an already good investment even better for homeowners and businesses. Plus, businesses can get accelerated depreciation making the investment crazy profitable after accounting for the tax shield (tax rate times the basis of the investment). Many of the states also sweeten the deal even more. But the 30% tax credit starts to reduce after 2019, so the move to renewable starts to drop off precipitously at the end of 2019.

    You would think that the power companies would join in the solutions, and not spend so much time (and massive amounts of money) on obstructing progress. All those tall buildings that are prime candidates for wind. Think of all the rooftops, roads and parking lots worldwide that are prime candidates for solar. Distributed power. As needed, where needed. No need for new nuclear, coal or nat-gas power plants. Little need for taking up green fields with solar farms.

    Of course, the oil, coal and gas companies need the perpetual dependence on the existing infrastructure. When we all stop the traditional fossil fuel train — and all indications from the IPCC show that we must stop that train sooner, not later — then all the oil and gas in the world will need to stay in the ground. Call me an optimist, or a pessimist, but I would not buy oil or gas for almost any price. I definitely wouldn’t buy into the Saudi-owned oil company spinoff.

    It is probably a mistake to think that technology to take CO2 out of the atmosphere after the fact can repair past sins. Avoiding putting pollution into the air, water and land — the negawatt and the negagallon, in this case — are by far the best approach.

    In Sustainzine, BizMan concluded with this thought about the here-and-now scenario, not in the future at all:

    “Hidden in this whole discussion is that scenario that is here and now, not futuristic. Renewable energy is cheaper and massively cleaner than conventional energy, and it can be located anywhere. Storage, in some form, is really the bottleneck; and storage in the form of synthetic fuels is a really, really cool (partial) solution.

    References

    Dittmeyer, R., Klumpp, M., Kant, P., & Ozin, G. (2019, April 30). Crowd oil not crude oil. Nature Communications. DOI: 10.1038/s41467-019-09685-x